+1.3%
SWKS vs QID
-71.7%
+73.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | +0.6% |
| 7D | -3.1% | +1.8% | -4.9% | -1.8% |
| 30D | +8.3% | +21.6% | -13.3% | +22.1% |
| 3M | +20.2% | +12.6% | +7.6% | +30.0% |
| 6M | +24.9% | +6.9% | +18.0% | +35.6% |
| YTD | +33.2% | -20.5% | +53.7% | +23.0% |
| 1Y | +23.6% | -18.1% | +41.7% | +17.1% |
| 3Y | +1.3% | -70.7% | +71.9% | -42.3% |
| All | +1.3% | -71.7% | +73.0% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling